+50.4%
HAS vs RPRX
+93.9%
-43.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +0.9% |
| 7D | +2.2% | +3.4% | -1.2% | +1.0% |
| 30D | +29.6% | +20.8% | +8.8% | +21.2% |
| 3M | +30.3% | +21.6% | +8.6% | +21.1% |
| 6M | +25.6% | +36.5% | -10.9% | +11.7% |
| YTD | +50.8% | +80.4% | -29.6% | +20.6% |
| 1Y | +63.0% | +81.8% | -18.8% | +29.9% |
| 3Y | +211.6% | +170.9% | +40.7% | +108.3% |
| 5Y | +50.4% | +95.2% | -44.8% | +17.3% |
| All | +50.4% | +93.9% | -43.5% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling